Skip to content
Andrea McKinney

Andrea McKinney, MBA, CFP®

Senior Vice President & Wealth Management Advisor
Art-Blackman

Arthur Blackman, MBA

Vice President & Portfolio Manager
Barbara Braa

Barbara Braa, MBA, CTFA

Vice President & Relationship Manager

Bart Schulte, MBA, CWS®

Senior Vice President & Portfolio Manager

Bruce Ring Jr., MBA, CFA, CTP®

Senior Vice President & Senior Portfolio Manager
Charles-Welsh

Charles Welsh, CFP®

Wealth Management Advisor
Dan Gunn

Daniel Gunn, J.D., MBA

Vice President & Senior Portfolio Manager
Darrell-Mantle

Darrell Mantle, MBA

Vice President & Relationship Manager
Denny-Lachcik

Denny Lachcik, MBA

Vice President & Portfolio Manager
Greg-Berg

Greg Berg, CFA, CAIA, MBA

Senior Vice President & Senior Portfolio Manager
Greg Phillips

Greg Phillips, MBA

Vice President & Portfolio Manager

John McMinn, MBA, MPA

Vice President & Portfolio Manager
Jordan-Ellis

Jordan Ellis, CPFA®

Vice President & Retirement Services Business Development Officer

Justin Setser, CTFA, CFP®, MBA

Senior Vice President & Senior Portfolio Manager

Kayla Hult, MBA

Vice President & Wealth Management Advisor
Ken Frevert

Ken Frevert, MBA, AWMA®

Senior Vice President & Senior Portfolio Manager, Kansas City Location Manager
Kerrie-Rose

Kerrie J. Rose, MBA

Portfolio Specialist
Jason-Flores

Jason Flores, CFA, CAIA

Executive Vice President & Chief Investment Officer
Larry-Valencia

Larry L. Valencia, CFA

Vice President & Senior Portfolio Manager
Ryan-Zeman

Ryan Zeman, MBA, CTFA

Vice President & Relationship Manager
Sean-Stout

Sean Stout, MBA, CFA, CFP®

Senior Portfolio Manager

W. David Fay, MBA, MLA

Vice President & Wealth Management Advisor